What’s your investment edge?

Capital Group portfolio manager Mark Casey describes his edge as a mix of “peripheral vision” and the ability to endure short-term pain in pursuit of long-term gain. He looks beyond the core business metrics to spot early, seemingly minor shifts — like Craigslist, Netflix or the iPad — that later reshape entire industries and create both disruption and opportunity. This mindset has led him to focus on companies poised to benefit from powerful digital trends such as streaming, digital payments and cloud computing.

Casey also accepts that many of the stocks with the greatest long-term potential can be among those most vulnerable in a downturn, and he is prepared to hold through deep drawdowns when his conviction remains intact. Within Capital Group’s multi-manager structure, this allows him to lean into an eight-year view while others manage nearer term risk, aiming to capture transformational growth despite inevitable volatility along the way.